How to apply for this VCT
- Click on the Download pack button below to obtain all relevant literature.
- Read all the literature provided in full, ensuring you’re happy to proceed.
- Write a cheque made payable to the provider. Post it along with the completed documents and two valid forms of ID, to: WealthMe, PO Box 362, Burgess Hill, West Sussex, RH15 5BH.
Free VCT Guide
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All investment decisions must be made solely on the fund's prospectus.
Fund title: Puma VCT 13 2023
Overview
*Rebate - Total 2.75% for EXISTING clients - ie Initial commission rebate of 1%, plus loyalty disocunt for current investors of 1%, plus up to max 1.75% (ie 0.35% X5 years) trail commission which is dependent on the investment being kept for the full term. However, the initial WealthMe Arrangement Fee of 1% is paid by the product provider from your Initial commission or it can be paid by the investor separately.
*Rebate - Total 1.75% for NEW clients—ie Initial commission rebate of 1%, plus up to max 1.75% (ie 0.35% X5 years) trail commission which is dependent on the investment being kept for the full term. However, the initial WealthMe Arrangement Fee of 1% is paid by the product provider from your Initial commission or it can be paid by the investor separately.
Closing dates
5 April 2023
Existing client discount
Existing product provider clients to receive a 1% discount
New client discount
New product provider clients to receive a 0% discount
Allotment dates
The closing date for application in the 2022/23 tax year is 5 April 2023 (11am)
Available for this tax year 2022/23 and 2023/24
WealthMe fees *
If applicable, we will ask the product provider to reinvest any initial or trail commission back into your plan. This will be either in the form of a reduction in their charges or an enhancement of additional shares. However if this cannot be facilitated, they will pay any initial or trail commission to WealthMe. We will then pay any surplus initial commission immediately back to the recipient. Any trail commission we receive will be paid to the recipient in April/May based on the amount received in the previous year (subject to a £10 administration fee). All initial and trail rebates will be paid net of basic rate tax and are to be treated as taxable income by the recipient as stipulated by HMRC.
WARNING – Please read all product provider documentation and their website before proceeding.
We have provided the above information in good faith, however, it could be out of date or updated , therefore please always refer to the providers website for the most up to date information.
Fund type:
New Fund
Minimum investment
£3,000
Initial Charges
3%
WealthMe Arrangement Fee
1%
Expected Close date
5 Apr 2023
Funds Raised and sought
£31.3m of £40m
Rebate
1.75%
Important Information
The information given here has been taken from the product terms and conditions, brochure, and other
literature available from the product provider. However, no guarantee can be made to the accuracy of the
information. You should therefore satisfy yourself as to the full terms and risks of any investment by reference
to the relevant materials provided by the product provider. In the unlikely event of any discrepancy between
the information shown here and that provided in the provider literature, the product literature shall prevail.
All investment involves risk and you could lose some or all of the money you invest.
